WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.06M
3
+$7.38M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.3M
5
META icon
Meta Platforms (Facebook)
META
+$4.05M

Top Sells

1
+$8.22M
2
+$1.47M
3
+$1.27M
4
IBM icon
IBM
IBM
+$1.15M
5
NMM icon
Navios Maritime Partners
NMM
+$1.07M

Sector Composition

1 Industrials 15.11%
2 Financials 13.19%
3 Healthcare 8.77%
4 Technology 8.52%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$171K 0.04%
4,110
252
$170K 0.04%
13,400
253
$170K 0.04%
1,570
+1,155
254
$169K 0.04%
4,500
255
$169K 0.04%
1,674
-1,080
256
$168K 0.04%
6,084
+952
257
$166K 0.04%
4,130
258
$163K 0.04%
3,400
259
$162K 0.04%
2,446
260
$161K 0.04%
2,783
-976
261
$161K 0.04%
2,800
262
$160K 0.04%
4,300
263
$159K 0.04%
446
-5
264
$159K 0.04%
1,542
+1,142
265
$158K 0.04%
4,984
+520
266
$158K 0.04%
2,992
267
$157K 0.04%
3,992
268
$152K 0.04%
3,092
269
$152K 0.04%
2,421
+504
270
$150K 0.04%
1,336
+30
271
$150K 0.04%
2,131
272
$148K 0.04%
+3,000
273
$146K 0.04%
1,895
274
$146K 0.04%
4,165
+2,665
275
$145K 0.04%
2,800
9 10
11
12 13